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iShares Select Dividend ETF
DVY

Overview Fund Activity

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$563M
2
BlackRock
2
BlackRock
New York
$148M
3
Morgan Stanley
3
Morgan Stanley
New York
$467M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$109M
5
SI
5
Stephens Inc
Arkansas
$22.4M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
2
Bank of America
North Carolina
$923M
3
SB
3
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDPIC
676
Deroy & Devereaux Private Investment Counsel
Michigan
$209K +$209K +2,125 New
CWA
677
Clarus Wealth Advisors
Arizona
$208K +$208K +2,109 New
ECML
678
Eagle Capital Management (Louisiana)
Louisiana
$206K -$15.2K -155 -7%
SWM
679
SVA Wealth Management
Wisconsin
$205K +$205K +2,082 New
DWM
680
Dakota Wealth Management
Florida
$203K +$203K +2,063 New
CFA
681
Camarda Financial Advisors
Florida
$202K -$88.6K -899 -30%
FAB
682
First American Bank
Illinois
$202K +$202K +2,050 New
PCP
683
Proficio Capital Partners
Massachusetts
$197K – – –
MCM
684
Mainstay Capital Management
Michigan
$197K +$197K +2,000 New
CT
685
CPF Texas
Texas
$197K +$197K +2,053 New
SA
686
SRH Advisors
Kansas
$194K -$6.61K -67 -3%
MA
687
MCF Advisors
Kentucky
$193K -$10.6K -108 -5%
LWA
688
Lenox Wealth Advisors
New York
$190K – – –
KPCM
689
Kings Point Capital Management
New York
$189K – – –
IP
690
Intellectus Partners
California
$186K – – –
MWM
691
MinichMacGregor Wealth Management
New York
$186K – – –
WAM
692
Wealthspire Advisors (Maryland)
Maryland
$184K +$22.7K +230 +14%
FRA
693
Front Row Advisors
California
$184K +$184K +1,865 New
WIM
694
Westside Investment Management
California
$183K +$299 +3 +0.2%
OSNBOA
695
Old Second National Bank of Aurora
Illinois
$183K -$9.84K -100 -5%
AIA
696
Armor Investment Advisors
North Carolina
$174K -$11.9K -121 -6%
STA
697
Summit Trail Advisors
New York
$172K +$172K +1,720 New
MLIC
698
Mandatum Life Insurance Company
Finland
$172K +$172K +1,747 New
RCG
699
Ruggie Capital Group
Florida
$159K +$159K +1,616 New
CBT
700
Capital Bank & Trust
California
$158K +$158K +1,600 New
26 27
28
29 30